Investment Q&A

Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).

Q: Is this a good entry point for a long term position in Hydro One?

Q: Hi,
I have cash to purchase another dividend paying stock to add to my portfolio. Which of these would you recommend over 5-10 yrs and why?
thanks
Michele

Q: Hi,

Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?

Appreciate your thoughts on this.

Regards,
GM

Q: You have an updated report on Enbridge (ENB) dated 24 January. In the SUMMARY section of that report I see the words "bond proxy". That's an interesting concept. I own a full allocation of ENB because it is a safe, stable source of tax-advantaged income - indeed a sort of "bond proxy". Staying with that idea, are there other equities/ETFs/products that 5i would consider to be "bond proxies"?
Can you suggest a few?

Would a close look at your Income Portfolio provide a selection of appropriate names?

Tax-advantaged income is preferred over interest-producing products.

Thank you,
IslandJohn

Q: Looking to add a name from your income portfolio. Which of ACO, H, QSR and AEM would be your favorite to add right now. Longterm hold in my unregistered account.

Q: Hi team
hydro one, I hold for some income in a registered account
the prices has been dropping for the last 2 weeks; any news?

if there are no further substantial increase in interest rate later this year
would it help the share price, ? or further rate hikes will hurt the stock
thanks
Michael

Q: Can u recommend a good sight for DRIP eligibility,I asked BMO about Altagas they said it wasn’t and any sites I google are contradictory and a bit confusing,could you suggest a good one …Thanks

Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.

Thanks

Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria

Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.

Q: Peter, if we are in for a a big long term bear market what are some canadian div payers that would suit 75 year olds that need the div? Thank you for your advice Ken

Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Q: me, puzzled that Bell Canada and Hydro One continue to see stock price increases......like I understand there is a dividend tax credit for these two, if the stock is held in a non-registered account, and to a large degree, be able to pass on higher expenses to customers, and also that some folks want "safety".......but isn't this the catch - when interest rates return to a more normalize level, aka higher, the value of these two stocks should decline, right?!.......me, inclined to trim, aka take the gain, or sell outright!........what is your take on this???
........Tom

Q: Hello Peter and team,
If given a choice, would you choose Hydro one over Atco? Any idea why Atco has not done well over the last 5 years and if one is to invest , is this a good time? Thanks very much.

Q: Hello Peter and team,
In terms of stability, safety of dividends and overall company fundamentals (and thanks to the answer you provided to the Emera question as per Globe and Mail), would it be fair to rank from best to worse as follows: FTS, BEP.UN, H, AQN, and than EMA? Thanks very much.

Q: Peter,

Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.

Thank you

Paul

Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks

Q: These companies are in my husband’s TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,

Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?